Wealth & Giving Forum ("W&GF" or "The Forum") was founded in 2003 to promote greater generosity among individuals and families of significant means with respect to their philanthropy and socially responsible investing. Through its annual gatherings, topical symposia and communiqués, the Forum offers members of its community thoughtful peer-to-peer exchanges of ideas and practices on aligning wealth allocation with one’s values.

The Forum is directed by wealth holders who want to discern for themselves and help inspire others about the best way to deploy their resources. It provides a unique opportunity for an exchange of ideas among families who are dedicated to making intelligent decisions about their philanthropy. It is for experienced donors who seek to accelerate and optimize their own giving and emerging donors who wish to embark on the noble journey of using their wealth to make a difference.

Wealth & Giving Forum encourages greater and more effective deployment of capital in philanthropic and socially-oriented investment vehicles among individuals and families of means to create positive social outcomes and to build the community of philanthropic change-makers.

Facilitation of deep connections among individuals and families, innovative practitioners and thought leaders

Collaboration with internationally recognized conveners in philanthropy and impact investing

Impact

Movement of new capital toward philanthropic vehicles and socially-oriented investments

Catalyze effective collaborations among like-minded people and organizations

Community advancement

Feedback from our members...

I am still basking in the extraordinary experience and, indeed, the privilege of attending the Wealth & Giving Forum... in a lifetime of attending conferences, I have never attended one with more substance, impact, and relevance to the participants assembled.

— Charles C. Bergman, New York, NY

As a result of my attendance at the Wealth & Giving Forum, I have started a conversation with my family about much better ways to incorporate philanthropy into our overall family financial, human capital and education plans. I am really excited by the conversations and examples I experienced at the conference.

— Nathan Otto, Boulder, CO

At the Greenbrier, I realized that it will be individuals and families like the ones in the room who, through focused and concentrated private support, are going to inspire large organizations and governments to action. I’d been undervaluing an essential component for what is needed to end extreme poverty: private philanthropy.

— Jeffrey Sachs, New York, NY

Thanks for creating such a stimulating day at your “Seeking Impact Within” Symposium! It was such a nice balance of inspiring stories and “how to” practical advice.

— Paul M. Connolly,

On so many different levels it was amazing — content, values, delivery, and purpose. Quite honestly, in a few years I’ll look back at yesterday and know exactly how it shaped my next steps — right now, it just feels very centering.

— Katie Levine,

Presentations were thoughtful, and with an increased awareness of the need to put effectiveness metrics against the task. Vic Strecher was mesmerizing as the closer. Terrific program.

— Donald Black, New York, NY

It was without question..., and I mean this from the bottom of my heart, the best conference I’ve ever been to.

— GUS CAREY, Horsham, PA

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We look forward to sharing impactful ideas, news and upcoming events with you. Feel free to reach out to us at info@wealthandgiving.org anytime to contribute to our community.